+866.8%
NVDX vs BUD
+56.8%
+810.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -4.0% |
| 7D | +7.3% | +0.8% | +6.5% | +7.4% |
| 30D | -0.9% | -4.8% | +3.9% | -1.3% |
| 3M | +8.4% | +1.4% | +7.0% | +8.5% |
| 6M | +38.2% | +9.9% | +28.3% | +38.8% |
| YTD | +19.3% | +26.3% | -7.1% | +21.2% |
| 1Y | +33.3% | +36.1% | -2.9% | +36.0% |
| All | +866.8% | +56.8% | +810.0% | +845.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling